Financial advisors are aware of social media giants like Facebook, LinkedIn, and Twitter. However, many of them still do not know which levers to pull and which buttons to push to make social media a key tool in their marketing campaign.
How can financial advisors leverage social media to attract new clients and solidify relationships with existing clients? In this article, we will share some social media strategies for financial advisors can use to generate leads and make relationships with clients.
Make sure you stay with us till the end, all of these social media strategies for financial advisors are the most efficient and reliable ones.
5 Social Media Strategies Financial Advisors Can Use
Here are five social media strategies for financial advisors that they can use.
Choose The Right Platform
Being a financial advisor you must understand that people are not very used to of looking your services on social media platforms. Hence, you need to choose the right platform so that you can effectively generate leads and customers.
You can start with these platform strengths:
- LinkedIn: This platform is great to get high net-worth clients and B2B professionals who are near to get retirement.
- Instagram: It is ideal to connect with younger demographics and building brand awareness.
- Facebook: This is an exceptional platform for community building and local outreach. This can especially be done through live videos and group chats.
For a better understanding of importance of choosing the right platform, we have shared a real-world example below.
Example:
Carla, a tax-based advisor who is based in Miami who uses LinkedIn polls, to ask her network about QR strategies. Her polls regularly spark 10+ comments which leads to valuable DMs and actual consultations. Apart from Carla, LinkedIn marketing for financial professionals is better to be exploited than other platforms as there is an increased for them to get clients via LinkedIn.
How Suicca Can Help:
Suicca helps you identify the best social media platform for your financial advising career. They do not say things in the air, but all the decisions are made by them are backed by data-backed audits and gives you pre-built content for your page.
Create A Social Media Plan
Apart from choosing the right social media platform, it is also important to be consistent on that social media platform. As staying inconsistent will make your social media page or channel inactive and unprofessional and as a result less or no leads or clients would be generated.
However, it is better to make a social media content plan based on whom you can create and post content on your page which would make the visibility and appearance of the page better and more professional.
A good plan should include:
- A weekly posting schedule
- Defined Content pillars
- Time for engagement
Example:
Jason who is a financial planner in Austin uses “Money Tip Mondays” on Instagram reels to share a 60-second advice video. With a clear content pillar, Jason stays on track and his consistency gets him more than 4k views per post.
How Suicca Can Help:
The experts in Suicca help you create a 30-day content calendar with complete post ideas and captions along with the hashtags that will help you improve your visibility online.
Optimize Your Page For Maximum Impressions
When you are on social media you must understand that your profile is the storefront. When someone lands on your page or any of your posts or reel comes up they should immediately know:
- Who you help
- How you can help them
- What they should do next
Must-haves on your profile:
- A clear profile headline
- Clear CTA or contact link
- Brand visuals
How Suicca Can Help:
We design branded profile assets and CTA banners that are optimized for each platform and most importantly they are pre-approved from FINRA compliance.
Track Analytics And Reports
On social media you cannot guess things and let them the way it is. You have to take control of what you are posting which means you have to keep on tracking the analytics and reports of what you have posted and how well or unwell it has worked for your profile.
Always keep in mind that posting on social media is about engagement, conversions, and growth.
Key metrics you have to monitor:
- Engagement Rate – Are people interacting with your posts?
- Link Clicks – Are they taking action?
- DMs or Comments – Are conversations starting?
- Follower Growth – Is your content reaching new people?
How to act on the data:
- If engagement on Reels drops below 1%, test new content styles or calls-to-action.
- If nobody clicks your links, improve your CTA or visual hierarchy.
- If your DMs are quiet, post more interactive content like polls or Q&As.
How Suicca Can Help:
When partnered with Suicca, they take care of all the engagements and growth of your social media and a monthly report is given to you so that you can have a better idea that what is going on.
Share Client Testimonials (The Right Way)
In the financial world, social proofs are no way less than gold. However, it can also be in compliant format. Instead of quoting praise, showcase results, and processes. Financial advisors can also add transformations without displaying the private information of the client.
Example (Compliant Format):
“After working with Ali, I feel more confident with my retirement plan.”
Caption: Another win for the retirement plan.
How Suicca Can Help:
We provide testimonial templates that meet FINRA compliance standards – while still helping you highlight success and build trust.
Final Lines
Social media can be a powerful tool for financial advisors—but only when used strategically and consistently. By choosing the right platform, planning your content, optimizing your profile, tracking performance, and sharing client success stories the right way, you can build trust, generate leads, and grow your practice.
And the best part? You don’t have to do it alone. Suicca offers data-driven support, compliant content templates, and expert guidance tailored specifically for financial professionals—so your online presence works as hard as you do.
Ready to take your social media to the next level? Let Suicca help you turn strategy into results.
